Clearpoint Wealth
“It is such a relief to not have to worry about all this and juggle it in my own mind as best I can”
Best Financial Advisors in Vancouver, BC
23 firms listed · all 23 in Vancouver · 2 open weekends · all 23 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Thomas C. Chan Financial Service
“Thomas provided a lot of relevant information pertaining to my circumstances in my consultantation.”
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Portfolio Planning
“Vishal was very informative, easy to follow, any questions we had he was quick to answer and most importantly he brought us peace and transparency when it came to how much it would cost.”
Modernadvisor
“They helped me tailor my portfolio for both my short term and long term goals.”
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Canadian Wiseinvest
“Amir DehnadiThanks to your expert planning and guidance, I was able to double my money.”
Ocean 6 Wealth Advisory
“Dave and Shane and the team took a lot of time to understand our situation, fears, and dreams and have not only helped us set better goals but they also helped us find great products for achieving them.”
The 23 firms listed for Vancouver, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Vancouver, BC
All 23 firms we list here are in Vancouver itself. We have 113 firms in Vancouver on file; this page shows the highest-rated 23. The firms on this page are rated from 4.6 to 5.0 across 829 reviews; 6 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "understanding". 2 are open on Saturdays. 1 shows a licence on its website. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer a free initial consultation. We have a website on file for all 23 of the firms on this page; 20 publish a contact page; 21 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Vancouver take financial planning bookings online?
6 of the 23 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Virani Financial
“After sending all the necessary documents, they assisted me to fill the claim forms to simplify the process.”
RGF Integrated Wealth Management
“They have been so helpful in numerous aspects of our lives- health & life insurance, financial planning, family & estate planning, mortgages & more.”
LT Wealth Management Partners
“They have ensured our investment portfolio continues to perform well during our retirement.”
Balanced Financial Services
“I've been a client of Balanced Financial Services for 6 years and extremely pleased with the performance of my portfolio and financial planning guidance I've received from Sia and the team.”
Steven Joe Financial | CI Assante Wealth Management
“They handle the complexity of our entire financial picture with ease - taxes, estate planning, insurance and restructuring our business.”
DLD Financial Group
“We appreciate the time she spends to make sure she gets our details right and fully understands our goals.”
Global Solutions Family Office
“Highly recommend Global Solutions to anyone looking for reliable and honest wealth management and tax support”
Abundance Wealth Community
“He takes the time to listen to you, curate solutions which meet your needs and goals at a given time and does not try to "sell" you on something which may not suit your needs.”
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Saas Wealth Insurance
“We recently purchased our first property and Lexx was a guiding light during that stressful process, ensuring that the funds were available and transactions processed in time for the sale.”
Danielson Group Wealth Management at CI Assante Wealth Management
“They care and cater their advice to each individual taking into account what is truly important for that person.”
Odlum Brown
“I can only say, based on my experience with Mr Davidson, that the service and wise advice that I have received over the years, has been both personal and exemplary .”
Einarsson Financial
“Einarsson Financial provided reliable advice in a timely fashion and helped to set me up for success in the future!”
Engrace Financial Solutions
“I have had a great return on my investments and would recommend her to anyone looking for long term or short term financial investing.”
AU Financial Group
“Tad and Aaron have a way of making money easy to understand, (as it was a bit intimidating because, I was so new to it all) made this experience such a pleasurable one.”
Vitality Wealth Management
“Financial security and establishing a shared path forward were of great importance to us, and we have been overjoyed with Darren's advice, mentorship, and planning expertise.”
Lycos Asset Management
“Adrian and Constantine have provided me with the benefit of their vast experience and wisdom during our long association.”
Anchor Point Financial
“It's reassuring to know that someone you trust is managing your investments … I highly recommend him.”
Why these companies made our list
What clients say about firms in Vancouver
- “They not only managed my pension transfer efficiently but also took the time to address my concerns and provide thorough explanations, which I greatly appreciated.” — client of Canadian Wiseinvest
- “Whether you are new to investing, or already have an established portfolio, Joe’s knowledge and experience of various markets will help you ensure that your money goes further.” — client of Clearpoint Wealth
- “I am very happy with the passive nature of my portfolio, but it is also very nice to have a close relationship with the folks who take care of it for me.” — client of Modernadvisor
- “Their personalized strategies have not only grown my portfolio but also instilled confidence in my financial journey.” — client of Steven Joe Financial | CI Assante Wealth Management
- “I highly recommend Joe to anyone seeking guidance in financial planning or investment strategies.” — client of Clearpoint Wealth
Excerpts from public reviews of the firms listed on this page.
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